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  1. Add the "View History” functionality from Enter Readings (similar to CBSW)

    Add the "View History” functionality from Enter Readings (similar to CBSW) to quickly reference usage history when editing reads.

    13 votes

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    1 comment  ·  Admin →
  2. Audit Trail

    To provide a more in-depth audit report. For example, we would like to know who changed or deleted the phone number or email address, or who edited to usage rate. Currently the audit report only shows who viewed the account and not any changes that a specific user made.

    10 votes

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    1 comment  ·  Admin →
  3. Click Through Accounts By Sequence Order

    It would be super beneficial to be able to sift through the accounts by sequence order. For example, if I am in account #618 I would like to check a box that says sequence order so when I press the next or previous arrow it takes me to the one in reading sequence order.

    1 vote

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    This is already an option by going to Setup > Customize Account Control Panel and slide the 'Sort by Route Read Sequence' over to the assigned side and save.  Please reach out to our support staff if you need assistance.

  4. Please lengthen time or eliminate the timing out on Service Orders, they time out too quickly!

    Often while working on Service Orders, they time out too quickly and we have to start over after having entered lots of information that then disappears. It is very frustrating as we are a small operation stretched thin not a lot of time to waste re-doing our work. Is there any way to significantly lengthen the time we can be in a service order before it times out or can we eliminate them timing out altogether? Thanks!

    18 votes

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  5. Multiple Penalties & Interest Options

    The functionality allows users to create multiple penalties and interest rates, however, when going to calculate it, the system always defaults to one. It would be easier to have the multiple option so that users can use specific rates with a variety of accounts.

    6 votes

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    Because interest and penalty codes are specifically tied to the rate, multiple interest/penalty codes are currently permitted and functional within the software.  Please reach out to technical support if you need help setting these up. 

  6. 2 votes

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    UMS version 6.9+ has an Audit History report that will track this information, as well as much more.  Please reach out to our technical support team to get updated if you are not currently on UMS version 6.9.

  7. Credit Card Failures

    We would like to see emails automatically sent to customers who's reoccurring credit card payments fail stating the same error we receive on the error report

    8 votes

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    Recurring credit card payment notifications are automatically sent to the customer (whether successful or unsuccessful) based on what Communication Preferences the customer has selected on the 'Autopay Notices' preference.

  8. Mass Add Wizard

    If a Property Manager manages multiple properties, currently, we are having to add the contact to each account with any corresponding notes, attachments, misc fees, etc. For example, if the Property Manager managed 90 accounts, owned by different owners, it would be helpful to have some sort of Wizard Mass add function with the ability to add the accounts we would like to update and have the option of adding any of the listed items at the same time. This would helpful workflow and processing time for staff. We had something similar from our old system and really helped with…

    20 votes

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    1 comment  ·  Admin →
  9. Filter Options For Miscellaneous Rates

    Referring to Ticket 89901 (images available)

    When filtering reports or any limit option by rate codes, Miscellaneous does not have the ability to choose the rates we have added to our system, instead it gives a generic "MISC or "MISCM". It would be helpful to pull reports with the ability to differentiate the different types of Misc rates rather than having to spend the time to filter the file each time we pull a report. It will be extremely helpful also when posting transactions.

    17 votes

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    1 comment  ·  Admin →
  10. Lock on Location

    When a meter is locked, but the service is still active, we would like for that to be notated with a locking symbol (or something similar) on the location. Maybe a box near the rental box on the location details tab that would make the lock appear? Example of what we are looking for is attached!

    1 vote

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  11. Include the "Use Minimum" and "Use Allowance" boxes during changeout process

    During the meter/register change out process, have the "Use Allowance" and "Use Minimum" from the Utilization tab to avoid the double charge to the customer.

    1 vote

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    Upon research with the implementation manager, this really is a non-issue as long as the outgoing meter is marked as 'changed out' and not just 'removed' when doing the change out process.  If the meter is just 'removed' and another meter installed, the account will charge two minimums after the 'removal' where as a 'changed out' meter will ignore the 'Use Minimum' and 'Use Allowance' checkboxes.

  12. Customer address changes

    Can you add "Current Occupant" to the contacts to include when running Location Contact list? I need to send information to the location address, doesn't matter who's occupying the residence.

    1 vote

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  13. Be able to change default on Customer

    Instead of the default being only Account number, be able to change the default to whatever you need. Like we dont look up by parcel or account numbers we do it by address.

    4 votes

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    1 comment  ·  Admin →
  14. discount for ebill and or draft customers

    We would like to incentivize autopay and e-bill by the option of one time or per-billing cycle discount (or credit).

    1 vote

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    This functionality already exists (rebates) within the UMS software that should accommodate your request.  Please feel free to reach out to our technical support group for assistance in setting that up.

  15. Printed/Saved Service Orders - Transmitter Numbers Showing as Meter Numbers

    Currently, there is a line on the service order that describes the meter info + transmitter number as well as an additional line that relists the transmitter number but shows it as meter number and the transmitter number. This duplicate information and confusing. We would love to see it go back to only one line item listing both the meter and transmitter OR it being listed in a more clear manner.

    1 vote

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    CUSI set up a custom service order form to suppress the transmitter information when printing.  This work item is considered complete since there are no other votes on this request.

  16. A new report for Locations with No Meters

    UMS needs a report in UMS that will list Locations with no meters installed.

    9 votes

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  17. Customer screen - add a preview button

    We need to have a preview tab/button. If during billing or a customer calls with a reading cause they had a leak and wanted to know what the bill is at the moment. It could give us the gallons used & also a preview of the dollar amount.

    3 votes

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    Already a feature.  Showed the customer how to enter a read and calculate a test bill, then delete out the old bill and readings after generating.  Also showed her the 'Test This Rate' option.

  18. UMS Client Display Resolution Scaling

    We would like to see a change implemented in the UMS client to prevent the need for manual PC changes for each user with a High DPI monitor.

    There is a workaround for the UMS Client not rendering properly when the user’s scaling is set to a high number. We have a user with a 1440p monitor and scaling at 250%. Her screen before/after the change are attached. After following these directions, her screens look “normal” https://www.brankovucinec.com/fix-remote-desktop-dpi-scaling-issues/

    We were also provided a manual work around of settings that could be changed on each PC: by right-clicking the icon for UMS.…

    7 votes

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  19. Payment Arrangement Report

    In UMS a report is needed to show the arrangement balance per account. The report should have the following data elements:

    Account No
    Location No
    Account Name
    Location Address
    Arrangement Number
    Arrangement Status
    Arrangement Frequency
    Arrangement Starting Amount
    Arrangement Current Balance Due (if any)
    Arrangement "Pay Off" Balance

    When running the report, you should have options to limit to all arrangments, unpaid arrangments, and broken arrangments.

    20 votes

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  20. Service Orders: Automatically select the Meter

    Creating based on User Conference feedback:

    When creating a service order, and the location has a meter associated with it, we would like to see the Meter automatically selected instead of having to manually do it on every service order. As part of our business process, we always select the meter on every service order. It would save time and generate efficiency.

    23 votes

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